Put IRIS KashFlow to work with AI and enterprise-grade automation
Automate smarter with IRIS KashFlow and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
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Amazon, eCommerce
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CRM (Customer Relationship Management)
Acuity Scheduling
Scheduling & Booking
Revolut Business
Payment Processing
eBay
eCommerce
Shopify
eCommerce
Squarespace Commerce
Website Builders
HubSpot
Marketing Automation
Amazon Seller Central
Amazon, eCommerce
Google Sheets
Google, Spreadsheets
eBay
eCommerce
Shopify
eCommerce
Squarespace Commerce
Website Builders
HubSpot
Marketing Automation
Amazon Seller Central
Amazon, eCommerce
Google Sheets
Google, Spreadsheets
Capsule CRM
CRM (Customer Relationship Management)
Acuity Scheduling
Scheduling & Booking
Revolut Business
Payment Processing
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
Try ItTriggerPolling- Invoice number/Customer ReferenceRequired
- Bank Account IDRequired
- DateRequired
- Invoice Payment MethodRequired
- AmountRequired
- Notes
ActionWrite- How should existing Customer in KashFlow be matched ?Required
- Customer Name
- Customer Code
- Customer Email
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Trade Border Type
- Would you like to create a customer when not found
- Invoice Number
- Invoice Issued DateRequired
- Invoice Due Date
- CurrencyRequired
- Customer Reference/Purchase Order
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Address
- Use Different Delivery Address
- Address Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Delivery Address
- Project
- Project
- Sales Code
- Product
- Do you want to create new product when not found?
- Description
- Quantity
- Rate
- Inclusive of Tax?
- VAT Rate
- VAT Amount
- Is VAT Exempted
- Sales Code
- Charge
- Inclusive of Tax?
- Description
- VAT Rate
- VAT Amount
- Sales Code
- Discount
- Description
- Comment
- Bank Account ID
- Date
- Invoice Payment Method
- Amount
- Notes
- Notes
ActionWrite- Invoice number/Customer ReferenceRequired
ActionSearch
- Invoice number/Customer ReferenceRequired
Try ItTriggerPolling- How should existing Customer in KashFlow be matched ?Required
- Code
- NameRequired
- Would you like to update a customer when found
- Source
- Trade Border Type
- VAT Number
- Notes
- Show discount amount on invoice
- Discount Percentage
- Automatically add a line showing this VAT number to new Invoices
- Default Currency
- Default Purchase Order
- Title
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Fax
- Email
- Website
- Is Primary Contact
- Receive invoices
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Use a separate address for delivery
- Name for Delivery Address
- Address Line 1
- AddressLine2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Payment Type
- Days
- Default PDF Theme ID
- Apply CIS Withholding Tax
- CIS Withholding Tax Rate
- CIS Withholding Tax Reference Name
- CIS Withholding Tax Reference Value
- Default Email Template
- Default Sales Code
ActionWrite- How should existing Customer in KashFlow be matched ?Required
- Name
- Code
- Email
ActionSearch
For builders
Let your AI safely access IRIS KashFlow
Go beyond Zap workflows. Install Zapier in your AI to call IRIS KashFlow actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in IRIS KashFlow from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose IRIS KashFlow actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a IRIS KashFlow connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "iris-kashflow", owner: "me" });
await zapier.runAction({
app: 'iris-kashflow',
action: 'addPayment',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
IRIS KashFlow Help & Support
Common questions
About IRIS KashFlow
IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
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